Episode 41. What’s the Ideal Planning Team?

Dec 6, 2022

If you want a successful planning business, you must have these five spots filled.

  1. Lead Advisor
  2. Secondary Advisor
  3. Admin/Customer Support
  4. Director of Planning
  5. Director of Operations

After you build out those positions, you can add more. How do these positions complement each other and work together to help you build a thriving planning practice? We explain that in today’s episode.




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